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CASTLETON PARTNERS, LLC
CRD 140873File 801-66975
APPROVED
Retail clients
Custody
Filing as of Apr 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$142.4M
Bottom 25% of cohort (national)
Discretionary AUM
$89.2M
Non-discretionary $53.2M
Clients
16
24 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 14, 2006
- Principal office
- Not reported
- Phone
- 212-832-9700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $142.4M
- Discretionary AUM
- $89.2M
- Non-discretionary AUM
- $53.2M
- Discretionary accounts
- 23
- Non-discretionary accounts
- 1
- Total accounts
- 24
- AUM per client
- $8.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $93K |
| Charitable organizations | Fewer than 5 | $53.2M |
| High net worth individuals | 10 | $88.6M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $580K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.